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COLUMBUS INVESTMENT ADVISORY INC.
CRD 104595File 801-51052
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$453.7M
Above cohort median (national)
Discretionary AUM
$451.7M
Non-discretionary $2.0M
Clients
113
307 accounts
Employees
9
Above cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 9, 1996
- Principal office
- 68 NORTH HIGH STREET, BUILDING C, NEW ALBANY, OH, 43054-7101
- Phone
- 614-882-1418
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $453.7M
- Discretionary AUM
- $451.7M
- Non-discretionary AUM
- $2.0M
- Discretionary accounts
- 306
- Non-discretionary accounts
- 1
- Total accounts
- 307
- AUM per client
- $4.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 9 | $6.8M |
| High net worth individuals | 23 | $323.4M |
| Individuals (other than high net worth individuals) | 81 | $123.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.